Financial Sales Vs Financial Planning - What You Need To Know

One of the challenges we face as Fee Based Planners and Wealth Managers is how do doctors and dentists get to know about Graeme and Ray and the job we do? After all, we know (and our existing clients tell us), that we are providing our clients with exactly the kind of service they want, and they love the way we work for them and not the product provider. But of course how would a dentist in Yorkshire or a doctor in Surrey get to know this? One method that has seen success is that we are prominent in the major search engines (especially google). So, for example, if you search for 'financial advice for dentists/doctors' (without quotes) you should see us up there towards the top. ...

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